K.J. Harrison & Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-1,634
| Closed | -$539K | – | 261 |
|
|
2025
Q4 | $539K | Sell |
1,634
-250
| -13% | -$84.7K | 0.07% | 174 |
|
|
2025
Q3 | $666K | Sell |
1,884
-40
| -2% | -$12.1K | 0.1% | 156 |
|
|
2025
Q2 | $600K | Sell |
1,924
-7,951
| -81% | -$3.04M | 0.1% | 146 |
|
|
2025
Q1 | $5.17M | Buy |
9,875
+8,020
| +432% | +$4.1M | 1.01% | 26 |
|
|
2024
Q4 | $936K | Buy |
1,855
+25
| +1% | +$14.2K | 0.15% | 122 |
|
|
2024
Q3 | $1.05M | Hold |
1,830
| – | – | 0.16% | 132 |
|
|
2024
Q2 | $932K | Buy |
1,830
+490
| +37% | +$240K | 0.15% | 127 |
|
|
2024
Q1 | $663K | Sell |
1,340
-8,312
| -86% | -$4.23M | 0.1% | 153 |
|
|
2023
Q4 | $5.08M | Sell |
9,652
-509
| -5% | -$271K | 0.86% | 34 |
|
|
2023
Q3 | $5.12M | Sell |
10,161
-200
| -2% | -$98.4K | 1.16% | 29 |
|
|
2023
Q2 | $4.96M | Buy |
10,361
+926
| +10% | +$453K | 0.9% | 29 |
|
|
2023
Q1 | $4.46M | Buy |
9,435
+3,018
| +47% | +$1.46M | 0.9% | 26 |
|
|
2022
Q4 | $4.61M | Buy |
6,417
+1,993
| +45% | +$1.06M | 0.9% | 30 |
|
|
2022
Q3 | $2.23M | Buy |
4,424
+2
| +0% | +$1.05K | 0.79% | 39 |
|
|
2022
Q2 | $2.27M | Sell |
4,422
-2,993
| -40% | -$1.5M | 0.61% | 51 |
|
|
2022
Q1 | $3.78M | Hold |
7,415
| – | – | 0.61% | 49 |
|
|
2021
Q4 | $3.73M | Sell |
7,415
-2
| -0% | -$905 | 0.53% | 51 |
|
|
2021
Q3 | $2.92M | Buy |
7,417
+2
| +0% | +$828 | 0.42% | 69 |
|
|
2021
Q2 | $2.97K | Sell |
7,415
-685
| -8% | -$273K | 0.31% | 72 |
|
|
2021
Q1 | $3.01M | Hold |
8,100
| – | – | 0.47% | 63 |
|
|
2020
Q4 | $2.84M | Hold |
8,100
| – | – | 0.46% | 71 |
|
|
2020
Q3 | $2.53M | Buy |
8,100
+6,500
| +406% | +$2M | 0.52% | 66 |
|
|
2020
Q2 | $472K | Hold |
1,600
| – | – | 0.13% | 131 |
|
|
2020
Q1 | $399K | Sell |
1,600
-8,500
| -84% | -$2.34M | 0.22% | 84 |
|
|
2019
Q4 | $2.97M | Sell |
10,100
-1,026
| -9% | -$268K | 0.75% | 53 |
|
|
2019
Q3 | $2.42M | Sell |
11,126
-374
| -3% | -$90.2K | 0.67% | 46 |
|
|
2019
Q2 | $2.81M | Hold |
11,500
| – | – | 0.89% | 38 |
|
|
2019
Q1 | $2.84M | Buy |
11,500
+4,200
| +58% | +$1.07M | 0.99% | 32 |
|
|
2018
Q4 | $1.82M | Sell |
7,300
-9,700
| -57% | -$2.56M | 1.11% | 33 |
|
|
2018
Q3 | $4.52M | Buy |
17,000
+11,000
| +183% | +$2.86M | 1.16% | 22 |
|
|
2018
Q2 | $1.47M | Buy |
+6,000
| New | +$1.44M | 0.42% | 83 |
|
Other funds holding UNH
VCM
VPM
K.J. Harrison & Partners's UNH Position: Q1 2026 in Review
K.J. Harrison & Partners sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 1,634 shares — an estimated $539K sold.
K.J. Harrison & Partners first reported a position in UNH in Q2 2018 and held it in 31 quarters. The position peaked at $5.17M in Q1 2025. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.
- K.J. Harrison & Partners reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
- K.J. Harrison & Partners sold 1,634 UnitedHealth shares in Q1 2026, an estimated $539K.
- K.J. Harrison & Partners first reported a position in UnitedHealth in Q2 2018 and held it in 31 quarters.
- K.J. Harrison & Partners's UnitedHealth position peaked at $5.17M in Q1 2025.
- 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.
Based on K.J. Harrison & Partners's 13F filing for Q1 2026, filed 28 Apr 2026.